Pharma BD Deal Intelligence

Roche Holding AG / Alnylam Pharmaceuticals Inc.

2007 · Licensing/Option · $1.0B · Complete

A $1B+ RNAi alliance where Roche paid $331M upfront for a non-exclusive license across oncology, respiratory, metabolic, and liver disease, plus Alnylam's Kulmbach research site—only for Roche to terminate the program entirely in 2010, writing off its investment while Alnylam went on to prove the technology viable.

WRONG BY 34 POINTS

RNAi bet failed completely: Roche terminated program in 2010 wrote off entire investment

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Roche and Alnylam formed a $1B+ alliance for RNAi therapeutics. Roche paid $331M upfront in cash and equity (including purchase of ~5% of Alnylam stock at $21.50/share). The non-exclusive license covered oncology, respiratory, metabolic, and liver diseases. Roche also acquired Alnylam's Kulmbach, Germany research site (~40 employees) as a new RNAi Center of Excellence. Roche later terminated the RNAi program in 2010.

Key facts

Disease & market context

RNAi Therapeutics (Multi-Indication Platform)

$500M Early RNAi Market (2007)

Disease Overview

RNA interference (RNAi) was a transformative therapeutic modality in 2007, awarded the Nobel Prize in 2006. Alnylam was the leading RNAi therapeutics company. The Roche alliance provided non-exclusive access to RNAi technology for oncology, respiratory, metabolic, and liver disease targets.

Platform Evolution

Roche's $1B+ RNAi alliance with Alnylam ultimately did not yield approved products for Roche, which exited the RNAi space in 2010 amid broader industry skepticism. However, Alnylam persevered independently and later launched Onpattro (2018) and Amvuttra (2022), validating the technology. This deal represents an instructive case of platform risk in early-stage partnerships.

Deal timeline

Related deals — scored

DealYearValueOutcome
Roche Holding AG / Alnylam Pharmaceuticals Inc. (this deal)2007$1.0B41
Roche Holding AG / Chugai Pharmaceutical Co. Ltd.2002$1.4B100
Roche Holding AG / Ventana Medical Systems Inc.2008$3.4B88
Roche Holding AG / Corange Ltd. (Boehringer Mannheim Group)1997$11.0B88
Roche Holding AG / Ventana Medical Systems Inc.2007$3.4B88
Roche Holding AG / Foundation Medicine, Inc.2015$1.1B87
Roche Holding AG / Foundation Medicine, Inc.2018$5.3B85

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